GAUGE CAPITAL

RIASEC RegisteredEst. 2015
Total AUM
$3.4B
Discretionary
$3.4B
100% of AUM
Avg account
$339M
Accounts
10
Employees
67
Advisory reps
6

Firm details

Headquarters
SOUTHLAKE, Texas
CRD number
169890
Registered since
April 6, 2015
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Gauge Capital is a private equity manager organized as a limited liability company and registered with the SEC in 2015. The firm serves institutional clients and operates primarily as a sponsor and general partner, advising pooled investment vehicles structured as private equity funds. Gauge Capital emphasizes active ownership through its fund platform and reports that it is an active ESG investor, indicating that environmental, social and governance factors are incorporated into its investment process and portfolio monitoring. The firm’s fee mix includes percentage-of-assets and performance-based fees, consistent with traditional private equity economics. Gauge Capital’s advisory activity centers on portfolio management for pooled vehicles rather than direct retail advisory or pension consulting, which aligns with its client base and fund-focused operating model.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • COURTNEY GESUALDI

    General Counsel & Chief Compliance OfficerCRD 7981662

Contacts

3 of 5
  • DREW JOHNSON

    Co-Founder & Managing PartnerCRD 5932393

  • JAMES JACKSON

    PartnerCRD 7358264

  • THOMAS MCKELVEY

    Managing Partner & Co-FounderCRD 6283183

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SOUTHLAKE, TX

TARRANT

Location

SOUTHLAKE, TX

Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
1256 Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth